# Sheet Metal Quote Worksheet Template

> Source: https://netray.co/tools/sheet-metal-quote-worksheet-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A fill-in quote document for fabricated sheet metal parts, with cost build-up, quantity breaks, assumptions and terms, ready to export.

## Category

cost-finance

## Industry

Sheet Metal Fabrication

## Audience

- Estimator
- Sales engineer
- Fabrication owner

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Your company

**Key:** company

**Type:** text

**Default:** Acme Precision Fabrication

#### Customer

**Key:** customer

**Type:** text

**Default:** Northfield Equipment Ltd

#### Quote number

**Key:** quote_no

**Type:** text

**Default:** Q-2026-1042

#### Quote date

**Key:** date

**Type:** date

**Default:** 2026-10-20

#### Valid for (days)

**Key:** valid

**Type:** text

**Default:** 30

#### Part number and revision

**Key:** part

**Type:** text

**Default:** BRK-2210 Rev B

#### Material

**Key:** material

**Type:** select

**Options:**

- Mild steel CR
- Galvanized steel
- Stainless 304
- Stainless 316
- Aluminum 5052
- Aluminum 6061

**Default:** Mild steel CR

#### Thickness

**Key:** thickness

**Type:** text

**Default:** 2.0 mm

#### Process

**Key:** process

**Type:** select

**Options:**

- Laser cut and form
- Turret punch and form
- Laser cut, form and weld
- Laser cut only

**Default:** Laser cut and form

#### Finish

**Key:** finish

**Type:** select

**Options:**

- None (as cut)
- Deburr only
- Powder coat
- Zinc plate
- Passivate
- Anodize

**Default:** Deburr only

#### Quantity break 1

**Key:** qty1

**Type:** text

**Default:** 50

#### Unit price at break 1

**Key:** price1

**Type:** text

**Default:** 5.40

#### Quantity break 2

**Key:** qty2

**Type:** text

**Default:** 250

#### Unit price at break 2

**Key:** price2

**Type:** text

**Default:** 4.35

#### Quantity break 3

**Key:** qty3

**Type:** text

**Default:** 1000

#### Unit price at break 3

**Key:** price3

**Type:** text

**Default:** 3.80

#### Lead time

**Key:** lead

**Type:** text

**Default:** 15 working days from approved order

#### Assumptions and exclusions

**Key:** assumptions

**Type:** textarea

**Default:** Material supplied by us to the specification above. Tolerances per ISO 2768-m unless noted. Tooling and first article inspection are included. Packaging is standard cartons on pallets.

**Blocks:**

#### Quotation {{quote_no}}

**Body:** From: {{company}}
To: {{customer}}
Date: {{date}}
Valid for: {{valid}} days

#### Part and process

**Table:**

**Columns:**

- Item
- Detail

**Rows:**

**0:** Part number / revision

**1:** {{part}}

**0:** Material

**1:** {{material}}

**0:** Thickness

**1:** {{thickness}}

**0:** Process

**1:** {{process}}

**0:** Finish

**1:** {{finish}}

#### Pricing by quantity

**Table:**

**Columns:**

- Quantity
- Unit price
- Extended price

**Rows:**

**0:** {{qty1}}

**1:** {{price1}}

**0:** {{qty2}}

**1:** {{price2}}

**0:** {{qty3}}

**1:** {{price3}}

#### Internal cost build-up (remove before sending)

**Table:**

**Columns:**

- Element
- Per part
- Basis

**Rows:**

**0:** Material incl. scrap

**2:** Weight / nesting yield x price per kg

**0:** Cutting or punching

**2:** Run time x machine rate

**0:** Forming

**2:** Bends x time per bend x press rate

**0:** Welding / hardware

**2:** Time or hardware cost

**0:** Finishing / outside process

**2:** Vendor quote or internal rate

**0:** Setup per part

**2:** Setup time x rate / quantity

**0:** Inspection and packaging

**0:** Margin

**2:** Percent on cost

#### Lead time

**Body:** {{lead}}

#### Assumptions and exclusions

**Body:** {{assumptions}}

#### Acceptance

**Signatures:**

- Prepared by (estimator)
- Approved by (management)
- Customer acceptance

**Notes:** A starting point, not legal advice. Add your own payment terms, warranty, tolerance and certificate requirements, and have contract terms reviewed locally. Delete the internal cost build-up block before you send a quote to a customer.

## Content

**Intro:** A good fabrication quote states what is included, what it assumes and what quantity the price applies to. This template gives estimators a clear document with a cost build-up checklist, quantity breaks and space for assumptions.

**Sections:**

#### How to use the template

**Body:** Fill in the customer, part number and revision, material, thickness, process and finish, then add up to three quantity breaks with their unit prices. Write the assumptions and exclusions in the text field, since this is where most disputes are avoided. The internal cost build-up block is a prompt for your estimator and should be removed or kept internal before sending. Export to PDF or Word for the customer and keep the Excel or CSV for your records.

**Bullets:**

- Always quote against a drawing revision.
- State who supplies the material and to what specification.
- Show at least two quantity breaks to guide ordering.

#### What a sheet metal quote should cover

**Body:** A complete quote covers material (including scrap), cutting or punching time, forming operations, welding or hardware insertion, finishing or outside processing, setup spread across the quantity, inspection, packaging and margin. It also states tolerances, certificates, lead time and validity. Missing items are the common source of margin loss. For repeat work, the cost build-up gives a consistent structure so two estimators price the same part in the same way.

**Bullets:**

- Material, cutting, forming, finishing and setup as separate lines.
- Outside processing priced from a current vendor quote.
- Lead time tied to order approval, not quote date.

#### Pricing by quantity

**Body:** Unit price falls with quantity because setup, programming and first article work are spread over more parts, and because nesting improves. Use the laser cutting cost and nesting yield calculators on this site to estimate each element, then enter the prices at your chosen breaks. Many shops add a minimum order charge for small runs. Keep a record of quoted versus actual cost after each job to improve the next estimate.

**Bullets:**

- Quote breaks where setup effect flattens.
- Add a minimum order value for very small quantities.

#### Common mistakes

**Body:** Quoting without a drawing revision, leaving out outside processing lead time, forgetting that material prices move, and not stating what happens if quantities change are the common problems. Set a short validity period when material is volatile. If you use an ERP, link the quote to the item, routing and revision so that an accepted quote becomes a sales order with the same assumptions.

**Bullets:**

- Tie validity to material price volatility.
- Convert accepted quotes into orders without re-keying.

**Cta:** If quotes are rebuilt in spreadsheets and re-keyed into the ERP, Netray can help connect estimating to your item, routing and order data, with on-prem options for sensitive customers.

**Faq:**

#### What should be on a sheet metal fabrication quote?

**Answer:** Customer and part details with revision, material and thickness, process and finish, unit price by quantity, lead time, validity, assumptions and exclusions, and any inspection or certificate requirements. Clear assumptions prevent most later disputes.

#### How do I price small quantities?

**Answer:** Spread setup, programming and first article inspection over the actual quantity, and add a minimum order value. A single piece can cost many times the unit price of a hundred, so show quantity breaks.

#### Should material price be fixed in a quote?

**Answer:** Only for a short validity period, or state that material is surcharged to the price at order. Metal prices move, and long validity with a fixed price transfers the risk to the fabricator.

#### Can I use this as a contract?

**Answer:** No. It is a quotation format and a starting point. Payment terms, warranty, liability and other contract clauses should be added and reviewed according to your local requirements.

## Search terms

sheet metal quote template, sheet metal fabrication quote worksheet, fabrication quotation format, laser cutting quote template, metal fabrication estimate template, sheet metal quote excel, job shop quotation template, custom fabrication quote form

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